Annual Client Meeting
Online , United StatesPlease join the Caldwell Law team virtually via Zoom for our Annual Client Meeting. Our guest speaker this year will be John Randolph PhD, ABPP. Dr Randolph is a board-certified […]
Long-Term Care and Medicaid Planning Workshop
Online , United StatesJoin Jamie Thaxton for our Long-Term Care and Medicaid Planning Workshop. This is a 2 hour educational presentation that will cover planning for incapacity or disability, guardianships, the basics of long-term care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.
Helping your Helpers
Online , United StatesJoin attorney Renée Harvey of Caldwell Law at the Aging Resource Center for a “Helper” training session. Helpers are those we appoint as our agents for financial affairs and health care, executors of our will and trustees of our trust. At this session you and your Helpers will learn how your estate plan is supposed […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! Sign in with your […]
Estate Settlement: Fact or Fiction? Presented by Pam Brackett
Online , United StatesSettlement--Fact or Fiction? Probate is not a 4 letter word! Join us as we answer questions such as - When is Probate required? What does "settling your estate" mean? What happens at my death? What is the difference between an Executor and a Trustee? What are the immediate tasks of an Executor or Trustee? What does "distributing […]